SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.48B
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.26M
3
+$6.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.96M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.48M

Top Sells

1
+$22.7M
2
+$15.4M
3
+$6.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.33M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$5.37M

Sector Composition

1 Healthcare 5.51%
2 Financials 5.07%
3 Industrials 4.8%
4 Communication Services 3.82%
5 Technology 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$411K 0.02%
5,564
+2,035
477
$410K 0.02%
10,609
+3,357
478
$409K 0.02%
7,490
+1,065
479
$408K 0.02%
+23,482
480
$408K 0.02%
+1,052
481
$405K 0.02%
5,965
+2,373
482
$403K 0.02%
+29,131
483
$400K 0.02%
17,824
-5,872
484
$399K 0.02%
11,793
+4,484
485
$396K 0.02%
+33,575
486
$394K 0.02%
13,299
-61,569
487
$392K 0.02%
+15,800
488
$391K 0.02%
+7,466
489
$391K 0.02%
15,871
+1
490
$390K 0.02%
+40,000
491
$389K 0.02%
12,386
+1,460
492
$388K 0.02%
8,439
+1,476
493
$386K 0.02%
13,094
+2,323
494
$386K 0.02%
3,271
+1,311
495
$386K 0.02%
37,950
+10,750
496
$384K 0.02%
14,978
+491
497
$384K 0.02%
8,922
+3,024
498
$383K 0.02%
9,390
-402
499
$382K 0.02%
15,122
+4,973
500
$382K 0.02%
11,793
-11,300
18 19
20
21 22